+23.5%
PFE vs OPEN
-70.7%
+94.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.3% |
| 7D | +1.8% | -4.3% | +6.0% | +1.8% |
| 30D | +10.2% | -16.2% | +26.5% | +10.5% |
| 3M | +12.7% | -36.4% | +49.0% | +13.4% |
| 6M | +10.5% | -35.5% | +46.0% | +11.1% |
| YTD | +20.2% | -46.0% | +66.1% | +21.0% |
| 1Y | +24.1% | -47.1% | +71.2% | +24.3% |
| 3Y | -3.6% | -19.0% | +15.5% | -6.0% |
| 5Y | -20.9% | -83.6% | +62.7% | -25.9% |
| All | +23.5% | -70.7% | +94.2% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling